Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian and Jackson dive into the unique challenges and financial strategies tailored just for you, the dedicated dental professional, to help you move beyond the day-to-day grind and truly thrive. Whether you’re looking to streamline your practice, invest wisely, or just feel more fulfilled personally and professionally, this podcast has you covered. It’s entertaining, educational, and, most importantly, tailored to you.
Oral Wealth Prosperity and Practice
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Podcast Overview
Welcome to Oral Wealth Prosperity in Practice, where dentistry meets financial and personal wellness! Hosted by Dr. Jackson Sadler and Brian Swilling, Registered Investment Advisor and founder of NaviPath Financial, this podcast is your roadmap to thriving as a dental professional and beyond. This show tackles the unique challenges faced by today’s dental professionals. Here, you’ll find practical advice on everything from student loan debt and retirement planning to stress management and achieving work-life balance. With each episode, Brian and Jackson dive into the unique challenges and financial strategies tailored just for you, the dedicated dental professional, to help you move beyond the day-to-day grind and truly thrive. Whether you’re looking to streamline your practice, invest wisely, or just feel more fulfilled personally and professionally, this podcast has you covered. It’s entertaining, educational, and, most importantly, tailored to you.
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Publishing Since
4/22/2025
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Recent Episodes
January 8, 2026
Tax Planning for High Earners: Smart Tax Strategies and Deductions (Ep. 13)
<p><span style="font-weight: 400;">Taxes don’t have to feel like a burden.</span></p> <p><span style="font-weight: 400;">In this episode of Oral Wealth: Prosperity in Practice, host Brian Swilling shifts the conversation from tax stress to tax strategy, showing dentists how to turn obligations into opportunities. He walks through retirement savings foundations, smart entity choices, and practice-specific deductions that can lower your tax bill. Brian also highlights creative strategies like family employment, Roth savings for kids, and the Augusta Rule. Along the way, he explains why collaboration between your CPA and financial planner is key to long-term financial planning success.</span></p> <p><span style="font-weight: 400;">Brian discusses:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Foundational retirement savings strategies like 401(k)s, profit sharing, and defined benefit plans</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Choosing the right business entity and tax filing status for practice owners</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How to maximize the Qualified Business Income Deduction (QBID) before it phases out </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Practice-specific deductions, depreciation, and overlooked write-offs</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Creative tax strategies, including family employment, Roth savings for kids, tax-loss harvesting, and the Augusta Rule</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why collaboration between CPAs and financial planners leads to better long-term outcomes</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.irs.com/en/what-is-section-179/"><span style="font-weight: 400;">Section 179: How It Helps Your Business Save on Taxes</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.irs.gov/newsroom/secure-2-point-0-act-changes-affect-how-businesses-complete-forms-w-2"><span style="font-weight: 400;">SECURE Act 2.0 Overview</span></a></li> </ul> <p><b>Connect with Brian Swilling:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.navipathfinancial.com/"><span style="font-weight: 400;">NaviPath Wealth</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/bswilling/"><span style="font-weight: 400;">LinkedIn: Brian Swilling</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:brian@navipathfinancial.com"><span style="font-weight: 400;">brian@navipathfinancial.com</span></a></li> </ul> <p><i><span style="font-weight: 400;">*Roth IRA earnings grow tax-free, and qualified withdrawals are also tax-free, provided certain conditions are met (e.g., the account has been open for at least 5 years and you are age 59½ or older, or meet another qualifying condition). Eligibility to contribute to a Roth IRA phases out at higher income levels. Non-qualified withdrawals of earnings may be subject to income taxes and a 10% early withdrawal penalty.</span></i></p>
December 24, 2025
The Financial Dream Team Every Dentist Needs (And Mistakes to Avoid Without One) (Ep. 12)
<p><span style="font-weight: 400;">Building a thriving dental career takes more than clinical expertise. It requires a well-rounded financial team.</span></p> <p><span style="font-weight: 400;">In this episode of Oral Wealth: Prosperity In Practice, Dr. Jackson Sadler and financial advisor Brian Swilling break down the five essential professionals every dentist should have on their side to protect their time, money, and peace of mind. They cover everything from the difference between fiduciary and non-fiduciary advisors, why so many dentists make preventable tax and legal mistakes, and smart strategies to avoid burnout by outsourcing wisely.</span></p> <p><span style="font-weight: 400;">Whether you’re just starting out or managing a growing team, you’ll walk away with a clearer understanding of who should be in your corner and why.</span></p> <p><span style="font-weight: 400;">What to expect:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">A plain-language breakdown of fiduciary vs. non-fiduciary advisors</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Real examples of costly tax and legal missteps</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How to avoid burnout by outsourcing wisely</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Tips for building a team that protects your time, assets, and peace of mind</span></li> </ul> <p><span style="font-weight: 400;">Discover more financial insights at <a href="https://www.navipathwealth.com/">www.navipathwealth.com </a></span><span style="font-weight: 400;">and follow along wherever you listen to podcasts.</span></p> <p><b>Connect with Dr. Jackson Sadler:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://mycenters.com/"><span style="font-weight: 400;">Carolinas Center For Oral & Facial Surgery</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/jackson-sadler-dds-5b18a380/"><span style="font-weight: 400;">LinkedIn: Jackson Saddler DDS</span></a></li> </ul> <p><b>Connect with Brian Swilling:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.navipathfinancial.com/"><span style="font-weight: 400;">NaviPath Wealth</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/bswilling/"><span style="font-weight: 400;">LinkedIn: Brian Swilling</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:brian@navipathfinancial.com"><span style="font-weight: 400;">brian@navipathfinancial.com</span></a></li> </ul>
December 11, 2025
Beyond the 401(k): Advanced Retirement Strategies for Dentists (Ep. 11)
Are you a practice owner facing high taxes in your peak earning years?<br /> <br /> In this episode of Oral Wealth: Prosperity in Practice, Brian Swilling breaks down advanced retirement strategies that can help dentists and healthcare professionals reduce taxable income while accelerating long-term savings. He explains how defined benefit plans (cash balance pension plans) can be layered with 401(k)s and profit-sharing to maximize contributions, reduce taxable income, and accelerate retirement savings. Brian also shares real-world examples of practice owners saving six figures in taxes and outlines why these strategies work best for high-income earners with younger staff.<br /> <br /> Brian discusses:<br /> <br /> What a defined benefit plan (cash balance pension plan) is and how it works<br /> How 401(k), profit-sharing, and defined benefit plans can layer together<br /> Why these strategies are best suited for high-income practice owners with younger staff<br /> Real-world examples of dentists using cash balance plans to save six figures in taxes<br /> The importance of working with a CPA and financial planner to determine if this approach is right for you<br /> And more<br /> <br /> Connect with Brian Swilling:<br /> <br /> Navipath Wealth<br /> LinkedIn: Brian Swilling<br /> brian@navipathfinancial.com<br /> <br /> *Roth IRA earnings grow tax-free, and qualified withdrawals are also tax-free, provided certain conditions are met (e.g., the account has been open for at least 5 years and you are age 59½ or older, or meet another qualifying condition). Eligibility to contribute to a Roth IRA phases out at higher income levels. Non-qualified withdrawals of earnings may be subject to income taxes and a 10% early withdrawal penalty.
15 total episodes available
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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